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Home My WebLink About96-00189 f/L!1> ~6, Z8,IqCfI.J .' 11'11.1. PETITION FOR PROBATE and GRANT of LETTERS Nu,.aJ ~Jq9J'! -/ gq ~:"Ilte or,,~th.eLL.La'1l (?l, ' ulso known u.glt.L,-':ffL!!l,/!'L,.,.. ,..,--' .. ___ t Deceaud. Soi:ll1"Scicwlly No. ; 85'- 36 - 589'1---........- -- .--.--------- . To: !lr.r".t.r ..I Wills lur the County ol.el"'1b.,/."J In the ". Commonw'llth 01 PennaylulIll' " ~.' .. , The petition 01 the unde18ll1ucd r8lpcctlully rcpr8lenll that: Vour petltloner(a) 11111e 18 yearl 01 Igl Of older and the execut ~ nsmed In thl 1111 will ollhe above dlceclenl, datld Oct t':J be H' 'I- , t'1~, Ind cOOlcl\(I) dlled -No ..- Ns ..d Co "Ia..d Po L.om - o"'c.....,. : '" I I _p".;,1 }}Itcrnat.. L,;.J.. L. C../Ju:.-r _1i'."""c.1;.1td01 -';"7/96 (sl." ,.I,nnl CltCU"lIt,nc", .,'"" ,.n..-I,Uo", dulh of u"v'.r, .tc,) Decedent WII domiciled al death In ('u,.,bc~ ....e! 'Counly. Pennsylvanll, wllh hc:.l:..laltlamUy or"prlnclpalrelldencell 2.B2IJ.g/~ )Jvcnuc... JJ~r"''''/~ ~f Ca""p H.'" at (HI' luut, numb.' Ind munlclPlllty) Decedenl. then 111. years 01 age, died JQ "US "'r :3 0 ;ltur,'s b..r7 lJosfita I Excepl al lollows. decedenl did nol mIllY, wll not dlvolced Ind did not hIve 1 child,boln 01 adopted altel execution 01 the will olleled 101 probate; WIS not Ihe victim 01 I killing and WI! nevel adJudlClled Incompetent: -IV 0 Pl!.- Decedent II death owned ploperty with eltlmlted velues II lollowl: (II domiciled In PI.) All pelsonll ploperty (If not domiciled In Pa,) Pelsond plopelty In Pennsylvanll (If nol domiciled ,in Pa,) Pellonol property in County Volue olleo\ estote in Pennsylvlnll sltualod ..Iollows: _282./ Ya I c. A,nnll<' I l3o~oUI~" t O...."J (366K N 2..9 P,. .3/95 v ,192..L, .' s III, "00 I S ---- S --- s 80,000 Ca ...p J/:lf .- WHEREFORE. peUtlonel(s) respectlully lequest(s) the probate 01 the lISt will and codicil(a) pre- sented herewith and the gIant 01 letters I.c.S 1a "'GIf 7,u.y theleon. .J, L /l no .J.. u.......O,,,,: ....101.....11.0.,..0,: ...'01....11.. .,~.,.."., i _2/__ 1j' ~ h~U~ ..J. ~ .:<i r~?JS-fl. f.J} l7al; 1= . 5~ fi " Sworll to or ellllmed end aubacribed belore ~ ml thll 28th dlY 01 ,/, Ft:BRUAP.X__ _ 19 96 -I)ja.hy@P-L~l::[;; -:m ijJ,tf(~ ,15,-:&'il-ID 'MARY c. LENiS Fori R,'gisl., 1 ~ ... ,...~_~~_~".. .'. .,..... 0.1', OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSVLVA~IA} SS COUNTV OF ~MBERL^ND The petltlonll(s) ebove-nlmed aWI.es) 01 IlIIlm(l) WI the Itltemenll In the lorlgolll& petition Ite tlue Ind COlleCt to the belt ollhe knowledge Ind blUel 01 petltloner(s) and that el pelsonlll8pleaent. eUve(s) 01 the Ibove dec~dlnt petitlonel(S) will weiland tluly administer thl ellate eccordln& to 1ew. ~ A e! ~ ~ '(<J.L.J- o ---.-.' .----.- '-f ! . ._.~----- --.- .-.. ----. - ._~'--' .. .;..,. " ,...... . r". This is lU,fCflHy .IIHII t.h~ infurll~.I.tilln hcft: ~i\'en is (IHH'ttly (1II'it.d hOlTl ,III ori.L;in.1I (crtiricJu.'lIf dt',uh tlllly filetl with me as I.Hel1l RCHISUoIr, , hl' OrlAllloIlll'rtlflLIIL' will he fllrw;lr~ll.d III thl' SI,ItL' Vil,ll Rl'lOhb OHiu' for pCrIll.llll.:nl filin.L;. WARNING: 1111 Illegal to duplicate lhll copy by photostat or photograph, Ft'e (or Ihi, tNlilorale, S2,IXI cl. :Z~..v~ .-- --- .i;K-:;iik;;~~-r~lr;;---:!2.222 [jG02 Akron Dr. Illlrri5burg, Pa. 17109 .____:L:...2__=fl4:.-.-- Dille ~- " I ./ ,J , . ._.f.. 3406352 No. ..., COIIMONWIALTH Of PIHHI't\..\IlHIA. DlPART.,INT 0' HtALTH. VITAl. ptCORDI CERTIFICATE OF DEATH .-- ,. Bthel ...- L. LaOllll - -...- 1-8-15 81 - , -\- ... Dauphin Harrisburg -- ,- --- lIido~e& .:.:.-::::a:r State Teacher ....,........oIGIlUI..awn-- -._CIIIIIlI 2821 Yale Avenue .. ClllIIp HIll, PA ~,........... Adol h K, Bottke Hrs. L nda L. Colbert O _0 --zJ ___0 r.- 0...... ... P9""l!tl'1u.....a. :.... .... r' ,,.c~.=.. ,....,.,..--....... Julia Brendenstein 249 North 2Jr 2-2-96 .'*'.... Cremat on ociet of PA Cremator o ..... Ol0694-L .. ...-::::':::'-..... ....,-...... -..- ........--- - ..0 .........-'.... I=- I........ I . '*- .................. ..............._........L ___ClMIII~_ -.- ....Ifl...- -........ _ 0 _ 0 _ 0..1iI' _ 0 .. G'" _ 0 - -- o.IflI............ - .. """'0.""- -====:.c:::~..:::=-.:::~~,~~~.?'.,",.,.,',.,.,.."'" 0 -NG~M'IlClIM,...-....-----..............._"'... ..........................--....--.........................-.........' "."...., ..,..".,., -...cAL~a 1 1 0.................................... "'''''..-,..........................,........,... ...."'.. ............ .......,.., .......,....,.,...,..,..,.,',..,'" ,. ,.".,..".,.""....",......."""",..."....".,..".,...,,... - M 1;:r.;',:1.,7I~1 ... .. '. ;.' WILL - 2!. ETHEL L. LAMM I, ETHEL L. LAMM, of CamP Hill, cumberland County, pennsylvania, declare this to be my will and hereby revoke all prior wills and codicils made by me. 1. personalty. I bequeath to my husband, Roland P. Lamm, all of my tangible personal property not used in business or for the production of income, including without limitation furniture, furnishings, clothing, jewelry, objects of art and decoration, and the like, and any motor vehicles which I own, together with the insurance thereon, if he survives me. If my husband does not survive me, then I bequeath all said property, together with the insurance thereon, to my daughter, Linda M. Colbert, presently of Camp Hill, pennsylvania, if she survives me. 2. Residue. I bequeath, devise, and appoint all the rest of my prop- erty, of whatever nature and wherever situated, including property over which I hold a power of appointment, except that I do not exercise any power of appointment given to me by my husband, to my husband, Roland P. Lamm, if he survives me, or, if he does not survive me, per stirpes to my daughter, Linda M. Colbert. Her children at the time of drawing this will are Eric J. Colbert and Christopher L. Colbert. 3. survival. If any beneficiary should die within sixty {601 days after me, then he shall be deemed to have predeceased me for all purposes of this will. , 4. spendthrift Clause. No interest of any benefioiary hereunder shall be subjeot to antioipation, pledge, aseignment, lale or tranefer in any manner, nor shall any benefioiary have power in any manner to oharge or enoumber hil interest, nor ehall the intereet of any benefioiary be liable or subjeot in any manner while in the posssssion of my fiduoiaries for any liability of suoh benefioiary, whether suoh liability arises from his debts, oontraots, torts, or other engagements of any type. 5. Faoility of Payment for Minors or Inoompetents. Any amounts or assets whioh are payable or distributable to a minor or incompetent hereunder may, at the discretion of my fiduciaries, be paid or distributed to the parent or guardian of such minor or incompetent, to the person with whom such minor or incompetent resides, or directly to such minor or incom- petent, or may be applied for the use or bensfit of such minor or incom- petent. 6. powers. In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiduciaries hereunder shall have the following powers and duties, without the necessity of notice to or consent of any court I (a) To retain all or any part of my property, real or per- sonal, in the form in which it may be held at the time of its receipt, including any closely held business in which I have an interest and the stock of any corporate fiduciary hereunder, as long as in the exercise of their discretion it may be advisable so - 2 - , " .. to do, notwithstanding that said property may not be of a oharacter authorized by law. lb) To inveet and reinvest any funds held hereunder in any property, real or personal, including, but not by way of limita- tion, bonds, preferred stocks, common stocks and other securities of domestic or foreign corporations or investment trusts, mortga- ges or mortgage participations, mutual funds with or without sales or redemption charges, and common trust funds, even though such property would not be considered appropriate or leqal for a fidu- ciary apart from this provision. lc) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at the time held by them, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such price as they may determine, and to convey such property free of all trusts. ld) To borrow money from any person, including any fiduciary hereunder, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for amounts so borrowed, to secure the payments of such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. - 3 - ~ . . . "' . ' (1) To engage in sales, leases, loans, and other transac- tions with the estate of my husband or any trust established by either of us, even if they are fiduciaries or beneficiaries thereof. (m) To exercise all elections which they may have with respect to income, gift, estate, inheritance and other taxes, including without limitation execution of joint income tax returns, election to deduct expenses in computing one tax or another, election to split gifts, and election to payor to defer payment of any tax, in all events without their being bound to require contribution from any other person. (n) To operate, own, or develop any business or property held hereunder in any form, including without limitation sole proprietorship, limited or general partnership, corporation, asso- ciation, tenancy in common, condominium, or any other, whether or not they have restricted or no management rights, as they in their discretion think best. 7. ~. I direct that all estate, inheritance, and succession taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, other than generation-skipping taxes, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, except that any such additional taxes (and interest and penalties thereon) imposed on account of my interest in or power over any trust established by my husband shall be - 6 - ~, ~ " paid out of the property held in such trust, and all other property inclu- dible in my taxable estate for federal or state tax purposos, whether or not passing under this will, shall be free and clear thereof, provided, however, that my executor(s) may in the discretion of my executor(sl request that any portion or all of said taxes (to be paid out of the prin- cipal of my general estate) shall instead be paid out of the principal of any trust established by me, to the extent expressly authorized under the terms of said trust. 8. Piduciaries. I appoint as executor hereunder my husband, Roland P. Lamm. If he should be unable or unwilling to serve or to complete the administration of my estate, then my daughter, Linda M. Colbert, shall serve in his place. If she should be unable or unwilling to serve or to complete the administration of my estate, her husband, Woodrow J. Colbert, shall serve in her place. If he should be unable or unwilling to serve or to complete the administration of my estate, then I appoint CCHB Bank, N.A., of Camp Hill, as executor. No individual fiduciary shall be liable for the acts, omissions or defaults of any agent appointed and retained with due care or of any CO-fiduciary. No fiduciary named herein shall be required to furnish bond or other security for the proper performance of his duties hereunder. 9. Gender. Unless the context indicates otherwise, any use of mascu- line gender herein shall also include the feminine gender. IN WITNESS WHEREOF, I, ETHEL L. LAMM, herewith set my hand to this, my last Will, typewritten on nine (9) sheets of paper inclUding the - 7 - .. . h selt-proving attestation clausG and signatures of witnesses, this ~ II! day of thlo/.lpr , 1985. C-'-'j,' P ..' ,/:' ) ~.) ,,'.I~, / /,..__,'. r,{C,..h1/)-'VV ETHEL L. LAMM (SEAL) Witnessed I ~d t!/).,,~~ c:rJ /,1"al6<- (~~~ I ,/'/tr"ID A /k/U~lttlAf, -/); C' ~~~I f~, I residing at residing at residing at CCI4KlIlWEALTH OF PENNSYLVANIA I I SSI I COUNTY OF DAUPHIN ETIIBL L. LAMM, (the testatrix), .ed't;, fl1Sf,,,./ , JOI1" fllim./tn" , and f'hrd',.,.' /J"'''~'J~:I",__ (the witnesses), whose names are signed to the foregoing instrwnent, being first duly swom, each hereby declares to the undersigned authority that the testatrix signed and executed the instrwnent as her last will ill the presence of the wit- nesses and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of his knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. WITNESS I TESTATRIX I ~d ~Vl/C / (-;... -? ('" '-/' -- '," ) (.- _ tj,(l ",I. ;J(r t" rll/ ETHEL L. LAMM - 8 - fiLeD 7- ~ feJ3-' ,qqlJl 2/-JQ%, -H9 ,.;...,~..,.,...;.,-,;,....",."",,",""";..Q.~l \: , ., i i , 249 N 23rd street camp Hill, PA 17011 February 27, 1996 TO: cumberland County Register Of wills Court House 1 courthouse square carlisle, PA (717)697-0371 The undersigned, Linda L. colbert of 249 N 23rd Street, Camp Hill, pennsylvania 17011, the first named alternate in the Will of Ethel L. Lamm, whose last address was 2B21 Yale Avenue, Camp Hill, pennsylvania 17011, hereby renounces the right to adminis- ter the will as appointed in paragraph "B", The original will is hereby presented and a machine photocoPY is attached. The first named Executor, Roland P. Lamm, husband of Ethel, whose last address was 2B21 Yale Avenue, Camp Hill, pennsylvania 17011, expired February 14, 1991. His original Death Certificate is presented and a machine photocOPY is attached. The second named alternate, woodrow J. colbert, husband of Linda, and of the same address, has agreed to serve as Executor and to complete the administration of this estate. C4,.. Jq"fl )J, JJ~ WITNESS ..{; ~ ofJ Cek~~ LINDA L. COLBERT '- h 7 J 9", , , DATE Cb e2.? . 9~ DATE ~ERTIFICAT'ON OF NOTICE UNDER RULE 5.6IR} Name of Decedent: Date of Death: Admin. No,: Ethel Louise Lamm. aIkIa Ethel L. Lamm, aIkIa Elhel Lamm 01/31/96 21-96.0189 TO THE REGISTER: I certifY that notice of beneficial interest required by Rule 5,6(a) of the Orphans' Court Rules was mailed to the following beneficiaries of the above-captioned estate on March 25, 1996, NAME ADDRESS Linda L, Colbert 249 N, 23rd 51. Camp Hill, PA 17011 NoJice has been given to all persons entitled thereto under Rule 5,6(a) except as follows NONE Date: March 25, 1996 ~~.~Jt.t. Woodrow J. bert. Executor 249 N, 23rd St, Camp Hill, PA 17011 Capacity: XXX Personal Representative _ Counsel for Personal Representative .. , . , , I' .. !!!!* Q!. ETHEL L. LAMM I, ETHEL L. Ll\MM, of CaIlIp Hill, CUmberland County, PeMsylvania, declare this to be my will and hereby revoke all prior wills and codicils made by JIl8. 1. Personalty. I bequeath to my husband, Roland P. Lamm, all of my tangible personal property not used in business or for the production of income, including without limitation furniture, furnishings, clothing, jewelry, objects of art and decoration, and the like, and any motor vehicles which I own, together with the insurance thereon, if he survive. me. If my husband doe's not survive JIl8, then I bequeath all said property, together with the ineurance thereon, to my daughter, Linda M. Colbert, presently of CaIlIp Hill, Pennsylvania, if she survives me. 2. Residue. I bequeath, devise, and appoint all the rest of my prop- erty, of whatever nature and wherever situated, including property over ' which I hold a power of appointment, except that I do not exercise any power of appointment given to me by my husband, to my husband, Roland P. Lamm, if he survives me, or, if he does not survive me, per stirpes to my daughter, Linda M. Colbert. Her children at the time of drawing this will are Bric J. Colbert and Christopher L. Colbert. 3. Survival. If any beneficiary should die within sixty (60) days after me, then he shall be deamed to ha.e predoceased me for all purposes of this will. '. .~ ."." ..' .' . ~ 4. Spendthrift Claule. No interelt of any beneficiary hereunder Ihall be subjeot to anticipation, pledge, allignment, lale or tranlfer in any manner, nor Ihall any beneficiary have power in any manner to charge or encumber hie intereet, nor Ihall the interelt of any beneficiary be liable or subject in any manner while in the pollellion of my fiduciaries for any liability of such beneficiary, whether luch liability arilel from hil debt I, contract I, torti, or other engagements of any type. 5. Facility of Payment for Minorl or Incompetentl. Any amounts or assets which are payable or distributable to a minor or incompetent hereunder may, at the discretion of my fiduciaries, be paid or distributed to the parent or guardian of such minor or incompetent, to the person with whom such minor or incompetent resides, or directly to such minor or incom- petent, or may be applied for the use or benefit of such minor or incom- petent. 6. Powers. In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiduciaries hersunder lhall have the following powers and duties, without the necessity of notice to or consent of any court I (a) To retain all or any part of my property, real or per- sonal, in the form in which it may be held at the time of its receipt, including any closely held business in which I have an interest and the stock of any corporate fiduciary hereunder, as long as in the exercise of their discretion it may be advisable 10 - 2 - to do, notwithstsnding that said property may not be of a character authorized by law. (b) To invest and reinvest any funds held hereunder in any property, real or personal, including, but not by way of limita- tion, bonds, preferred stocks, common stocks and other securities of domestic or foreign corporations or investment trusts, mortga- ges or mortgage participations, mutual funds with or without sales or redemption charges, and common trust funds, even though such property would not be considered appropriate or legal for a fidu- ciary apart from this provision. (c) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at the time held by them, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such price as they may determine, and to convey such property free of all truste. (d) To borrow money from any person, including any fiduciary hereunder, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for amounts so borrowed, to secure the payments of such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. - 3 - II I I (el To make loans, secured or unsecured, in such lII1lounts, upon such terms, at such rates of interest, and to such persons, firms, or corporations es they may deem advisable. (fl To renew or extend the time for paYJllent of any obliga- tion, secured or unsecured, payable to or by them ss fiduciaries, for as long a period or periods of tiJlle and on such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor of or against them. (gl In dividing or dietributing any property, real or per- sonal, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind. (hi without limitation of powen elBewhere granted therein, to hold, JIlllIlage and develop eny real estate which may be held by them at any tiJlle, to I1lOrtgage any such property in such llllounts and on such terms as they may deem advisable, to lease any such property for such term or terms and upon such conditione and rant- ala 88 they may deem advieable, whether or not the term of any such lease shall exceed the period pert1Iitted by law or the prob- able period of retention under thiB instrument, to make repain, replacements and improvements, structural or otherwise, in connec- tion with any such property, to abandon any such property which they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or any other proceedings. - . - \ .. Ii) To employ auoh brokera, bankl, oUltodianl, investment counsel, attorneys, and other agentl, and to delegate to them suoh duties, rights and powen as they IIlIY determine, and for such periods as they think fit. Ij) To register any lecurities at any time in their own namel, in their names as fiduciary, or in the name I of nomineel, with or without indicating the trust character of the securities so registered. Ik) With respect to any securities foming a part of the trust, to vote upon any propolition or eleotion at any meeting of the oorporation ilsuing such securities, and to grant proxies, discretionary or otherwise, to vote at any such meeting, to join or become a party to any reorganization, readjustment, marger, voting trust, consolidation or exchange, and to deposit any such securities with any Committee, depository, trustee or otherwise, and to payout of the assets held hereunder, any fees, expenses and asses8lDents incurred in connection therewith, to exercise con- verlion, subscription or other rights, and to receive or hold any new securitiel issued as a result of any luch reorganization, readjustment, merger, voting trust, conlolidation, exchange or exercile of conversion, subscription or other rights and generally to take all action with respect to any such securities as could be taken by the absolute owner thereof. - 5 - (1) To engage in sales, leases, loans, and other transac- tions with the estate of my husband or any trust established by either of us, even if they are fiduciaries or beneficiaries thereof. (m) To exercise all elections which they may have with respect to income, gift, estate, inheritance and other taxee, including without limitation execution of joint income tax returns, election to deduct expenses in computing one tax or another, election to split gifts, and election to payor to defer payment of any tax, in all events without their being bound to require contribution from any other person. (n) To operate, own, or develop any business or property held hereunder in any form, including without limitation sole proprietorship, limited or general partnership, corporation, asso- oiation, tenanoy in common, condominium, or any other, whether or not they have restricted or no management rights, as they in their discretion think best. 7. !!!!!.!!.. I direct that all estate, inheritance, and sucoesaion taxea that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, other than generation-skipping taxes, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, except that any such additional taxes (and interest and penalties thereon) imposed on account of my into rest in or power over any trust established by my husbAnd ehall be - 6 - paid out of the property held in such trust, snd all other property inolu- dible in my taxable estate for federal or state tax purposos, whether or not passing under this will, shall be free and olear thereof, provided, however, that my exeoutor(sl may in the disoretion of my exeoutor(sl request that any portion or all of said taxes (to be paid out of the prin- oipal of my general estate I shall instead be paid out of the prinoipal of any trust established by me, to the extent expressly authorized under the terms of said trust. 8. Fiduoiaries. I appoint as executor hereunder my husband, Roland P. Lanun. If he should be unable or unwilling to serve or to COIIIplete the administration of my estate, then my daughter, Linda M. colbert, shall serve in his plaoe. If she should be unable or unwilling to serve or to oomplete the administration of my estate, her husband, Woodrow J. COlbert, shall serve in her place. If he should be unable or unwilling to serve or to complete the administration of my estate, then I appoint CCNB Bank, N."., of Camp Hill, as executor. No individual fiduciary shall be liable for the acts, omissions or defaults of any agent appointed and retained with due care or of any co-fiduciary. No fiduciary named herein shall be required to furnish bond or other security for the proper performance of his duties hereunder. 9. Gender. Unless the context indioates otherwise, any use of masou- line gender herein shall also include the feminine gender. IN WITNESS WHEREOF, I, ETHEL L. LAMM, herewith set my hand to this, my last Will, typewritten on nino (91 shoots of paper inoluding the - 7 - I .. ,---.."..-".-,.--, , -. ,. " lelf-proving atteltation claule and lignaturel of witnellSI, this J.l1I1 day of I). 'oJur , 1985. c: ;r;,' i '; ....,..., ~".... . ..:, ' '.,H"./..... . r---J l,,1 H/l1/t.' ETHEL L. LNUt (SEALI Witnelledl /1~~/) ~ /.k./lUhlMf. -a (J' LM..rl:---~(),- AI fe..., I ~/d I!/J"~~/ r~ IJ.Jrd- r V- - . 11.",... ~ I residing at residing at residing at caut:lIMlWoTB OF PENNSYLVANIA I I SSI I cOUNTY OF DAUPHIN STIlEL L. LAMM, (the teltatrix), ~tI,.t;' (bsu,j ..J0I1" 'Mill. If "" , and I'/JNl1N' /J"'dt."c/<!'r (the witnesles), whOle nlllllel are signed to the foregoing inltrUlll8nt, being first duly lWOm, each herebY declares to the undersigned authority that the testatrix signed and executed the instrument as her last will in the presence of the wit- nelles and that she had signed willingly, and that Ihe executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnelles, in the presence and hearing of the testatrix, signed the will as witnell and that to the best of his knowledge the testatrix WlS at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. TESTATRIX I WITNESS I c ,,, ':;!-::e k',t:Ml ,...... ' ;'(',"~ ETHEL L. LAMM ~r'd //J/OA/(! ;/ - 8 - \ \ WITNESS I I ~ G-t~ 1~lJli/b-L' WITNESS. ~~ ~ vvk-c.. I ,/ Subsoribed, sworn to and aoknowledged before me by BTHBL L. LN4M, the telltatrix, and subsoribed and sworn to before me by 1'd.-I11 thy",} , ~otJft 11.-3/11, } Ion t:hr"'t!" ,a,d1A~ flY' , , the witnessell, , and this J.; iJJ day of r->c 'If} hi/'r- , 19S5. (?/1:r t!- -<~t'///~ ot Y Publ 0 (SEAL) 'I";'. " .. I\UYN J, unWlAli, HOTARY PUIUC My CommlllJoo (xp/ns 'ff;" 1.;, 1919 .;' Hlfrbklrl. PA Dtup1lltl c.umr . ~ ;;:::!J~ ~ ~.-- - 9 - 'IV,ISOO U. 1,IUI l!! ill ;i 51 * COMMONW\AlfH or 'IHHsYLVANIA DI'AI MINt O. IlvlNUI om 21060' HAUIUUIO,'A 1111.4601 N' NANo ILA ,I ,"1'1 MI Lamm. Ethel L, INI."II i ~ co W(IAL 'ICUIII, NUMIII 185-36-5894 OAII Of 0'" " 1/30/96 II,a'''lCa'III'uh1ylHQ'fOI./'''fII''''''llaU.'tllafllO.'00I1''''''.U ----------- :r .01 OATSlO'OIATHAmll2l~1191 CHI'1HIII " A I'OUIAL 'OVllfT cllon II CLAIMIO 0 iiiiNUMiii CO~~IV_COO! <.XI INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF 'eVILLS) DNA 0 2821 Yale Avenue Camp Hill, PA 17011 C~.. Cumberland AMOUNI i((IIVID tUllPdlIUCl,OH'1 D"iiiOfi,i'" 1/08/15 ------------ o 2. Suppl.m.nlal R.h"n 03 05, Rtmaind" RlMn 1'0' do... 01 daolh prior '012.13.821 f.deral E"al' Tall Relurn R.qulr.d 001. O,lglnol Ralurn o A. limited E,'ol. 0 Aa. futvre Inl.r," Caff\promi.. Ifo, dol.. 01 daolh oft.. 12,12.821 [iJ 6, D.Cld.nt Died T.atot. 0 7, D'Cldent Maintoin.d 0 living Tru.t (Allo,h 'opy 01 Will) (Allo,h ,opy 01 T ,.,,) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO. HAMI c()IoI,un MAIliNG AOOlln UU'HOHI NUMIU 761-0258 ~ I 1. R.ol Ellola IS,h.d.la A) 2, Slo<k, ond 80nd. (S,h.dula 8) 3. Clo..ly H.ld S'o,kt'ollnlllhlp Inlll'" (S,had.la q A, Mortgog.. and NOIII Rtc.lvoble (Sch.dull 0) 5, Co.h, lank O.po.ih & MI.ullon.ou. p.,.onal Prop.rty (S,h.d.la !) 6, Joln.'y Ownad p,oP"'y (S,h.d.la FI 7. T,onl'''' (S,hadula 01 (S,had.laLl 8. Tolol Gron Anlll(tolal L1n.. 1.7) 9, fvnllol bp.n"., Admini.troliv. Co..., Mi.ctllanlovs hpanl" (Schadula H) 10, D.b.., Mortgag. L1abilitilt, L1.ns (Sch.dull I) 11. To'ol Dad,ctlon. ('ololllnll 9 & 101 12, N.t Valu. of E.lot. (Un. 8 mlnullin. 11) 13, Charltabl. and Govlrnmen'al B.qult" (Sch.dul. J) I', Nat Vol.. Sub act '0 To. (lIna 12 mlnUlllna 13) 15, SpoUlol Tron.'... (fo, do,.. 01 daolh oft.. 6.30.9.) SI. lr..trvdlonl for Af,pllcobl. P.r"nta9' on R.ver" {151 Sid., (IMlud. volu.. rom Sch.dul. K or Sch.dul. M.l 16, Amount of lIn. U laAabl. 01 6% roll (16) (Includ. valu.. from Sch.dull K or Sch.dul. M.) 17. Amoun' olLlna II ,..obla 01 15~ rola (17) (Includ. valu.. from Sch.dul. K ar Sch.dul. M.) 18. P,in,lpol'o. d.alAdd ,o,',om lIn.. IS, 16 ond 17,) 19. C"dil' Spoulal Poverty Cr.dit Prior Paymtn.. + + z i . 8 g Itti Y!A.~_(} t. NUMSU -0.:8 lolal Numbll of Sof. D.potit 10AII 249 N 23rd Street Camp 11111, PA 17011 - 3823 (1) Schedllle F (21 Schedule F ( 3) -0- (') -0- (51 -,---r,3n-:nO (6) $ 131,402.00 ( 71 -0- ( 81 $ 133.755.00 (9) $ 6.595.00 (10) $ 5,370.00 (111 $ 11.965.00 (12) $ 121.7QO.00 (131 (II) i 171,7QO.nn $ 121.790.00 M,_- J( ,06. $ J( ,15 . (18) $ (191 (20) i 20, If lln. 1911 great., Ihan L1n. 18, .ntll Ih. diff."nct on lIn. 20. Thl. i. Ih. OVERPAYMENT. am 21. If Lin. 181. greallr Ihan linl 19, .nt.r Ih. diff",nc. on Lin. 21. lhi. it the TAX DUE. A, Enter the Inl.,.., on th. balonc. dVI on lIn, 21A. 8, En'.. .ha '0101 01 Una 21 ond 21A on Una 218, Thill.'ha BALANCE DUE, Moka Chack Payobla 101 Ragl'I" 0' Will., Aganl ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-< Under p.nohill of Plllury, I dido" Ihat I haYI lJlamln.d Ihlt relurn, including accompanying uh.dul.. and ,'atlm.nll, and to lhe bill of my bowledg. and b.lilf, it II Irv., corr.ct and compllt., I d.da" Ihal all real "tat. hal blln report.d at Irv. mar\.' valu.. D.c1aratlon of p,.par., other Ihon Ih. p.nQflOI repr".ntative i. bOlld on all information 01 which p'lpor., hal any .nowl.dg.. IION"lulI 0' 'UWN IUfOH'lIU 'o;:]jHG InUIH JJ Afolln o"n Woe>J .... J,<?Il...\ , l-.J ,(!.fPU .:JYf )/23,J SJ., C::Jt~(' JI,~I !f~ 17"" '1/.,11/$(, IIGNAIUII 01 nl'''.U 01"11 I"AH 1I,lnIN' vI "OOIIU'/ DAn Dj.count lnllrlll $ 347.00 Chcc,," hru.' ., you ale r~qul:!\'ing a .t'fund of your oVl"paymenl. (21) (211.1 (218) 7.307.00 7,307.00 347.00 ~O.OO $ 6.960.00 $ 6.960.00 J~~j \,ij " ~'Ij ';;:~'l "j '.<1 ,Crj .,~ ,jJ \.,! '","-,~ d, ::,;.11 i "'" ;1.i .~ 'i': '1 .~ jj 'ii,J Act .48 of 1994 provld.. for the r.ductlon of the tax rot.. Impos.d on the n.t volu. of trand.,. to or for the u.. of the .pOUII. Th. rat.. a. prelCrlb.d by the .totut. will bel . 3~ (.03) will b. oppllcobl. for ..tot.. of d.c.d.nt. dying on or oft., 711/94 and b.fore 1/1196 . 2~ (.02) will b. oppllcobl. for ..tat.. of d.c.d.nt. dying on or aft., 1/1/96 and b.fore 1/1/97 . 1~ (.01) will b. appllcobl. for ,"tat.. of dlC.d.nt. dying on or aft., 1/1197 and b.fore1l1/98 . Spou.al transf.,. occurring on or aft., 1/1198 will b. .x.mpt from Inh.,ltanc. tax. . PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS. YES NO I. Did decedent make a transler and: x a, retain the use or Income 01 the property translerred, ......,....,............,....,......,.................. b, retain the right to designate who sholl use the property transferred or its Income, ,..........,.., x x c. retain a reversionary Interest; or ..........,....,....,.............................................................. d, receive the promise for Iile of either payments, benefits or care' ....................................... x 2. If death occurred on or belore December 12, 1982, did decedent within two years preceding X death transfer property without receiving adequate consideration' If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration'..,....................,.,....,...........,...........................,........".................. 3. Old decedent awn an 'in trust far' bank account at his or her deathf..............,....................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. - o,!!! ",= :,~J ]; In ~ t::~ "0; " n, oJ ',/.J ~ 0.. ('.'~ f<l ~ - :j (3 ;, 'C E ~8 ,'q ., 1J '.:~ 'J ~\ fr~l Q)ex: ex: ~ av.*,P.P-III 5CHIDULlI CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY 55 , 18S-36-S894 '* cOM~JAlVl~l. Ethel L. Lallllll PII018 Print or l . CAll '"""" .....d..._..4 _lito.... ..hlel.............. ....,.. ...M....4 .......4... '1 VAWE AT DATE O' DEATH ITEM NUMBER DISCRI"ION 1 Misc. clothinQ . Donated to charity Estimated Value $ 360.00 1790.00 2 3 4 Household FurnishinQ8 . Exhibits E-1A & E-1B 200.00 1981 Buick Skylark VIN lG4AB69X3BT140087 3.00 '2353.00 cash in curroncy TOTAL (Also onlorod on line 5, Recapitulation) S 2.353.00 IAlto<h oddlolonoll"'. . II. shoen ~.-. Ipoca 1.....Md.) INHERITANCE TAX RETURN EXHIBIT -E" lA ESTATE OF: Bthel B. LaIIlIII SS # 185'36-5894 TABULATION OF HOUSEHOLD FURNISHINGS ROOM/ITEM DAU KNOWN ~ AUCTIONEER H. WIMER ESTIMATED VALUE Kitchen: Wooden Table/chairs Particle Board Cart Apartment Wash/Dry Dishes, Misc. Utensils, Misc. Church pictures 1960s 1980s 1991 1950 + " 1970s $ 365.00 Dinino Room: Maple Table/chairs 1950s Hutch " Maple Dry Sink 1970s Misc. Dishes 1950s Misc. Linens mise Maqnavox Radio 1967 100.00 Nick Knacks mise $ 285.00 LIVING ROOM: UphOlstered Couch 1950s Upholstered Chair 1950s Upholstered Chair 1960s Corner Nick Nack 1950s Ladies Desk, Wood 1960s $ 280.00 .more. . -i.,- '.'." 1IYo... u. (1'.... *' COMMOfIWIAlIH 01' P1HHIYIVAHIA IHHUItANCI WI .nUIN 'ISlOIHIOICIOIHT SCHEDULE F JOINTLY-OWNED PROPERTY ISTATI O' Ethel L. Lam 185-36-5894 FILl NUMBER Jolllt tIIlOIlII." A. NAME Linda L. Colbert ADDRESS 249 N 23rd Street Camp Hill, PA 17011-3823 RELATIONSHI. TO DECEDENT Daughter .. C. Jalntly",wMd P"!Mlty. ITIM LlnlR DATE FOR TOTAL VALUE DECO'S DOLLAR VALUE O' NUMBEI JOINT MADE DESCRIPTION OF PROPERTY TENANT JOINT OF ASSET 'Mo INT. DECEDENT'S INTEREST 1. A :Xhibitt Bank Accounta With Balances $ 26,537.88 50 $ 13,268.99 2. A 7/11/91 Car (See Exhibit F - 2) 2,500.00 50 1,250.00 3. A 8/14/81 Real Estate (See Exhibit F-3) 86,000.00 50 43,000.00 4. A :Xhib.4 Bonds & Mutual Funds (F - 4) 137,234.75 50 73,883.48 TOTAL (Also Inlar on lin. 6, Rocapllulallan) S 131,402.47 {II mOrl .pOC' ;s nlldld ins.ff additional dINts 0' .am. size} INHBRITANCB TAX RBTURN BXHIBIT P.l ESTATE OF: Bthel L. Lamm SS # 185.36.5894 ITEM -1- JOINTLY HELD BANK ACCOUNTS WITH BALANCES All accounts joint with sole heir Linda L. Colbert 180-34-3695 INSTITUTION/ADDRESS ACCOUNT II ACT. TYPE BAL, 1/30/96 50'& Decedent Dauphin Deposit Bank Market Street 810024972-5 Cert. Deposit $ 3,161. 70 $ 1,580,85 Camp Hill, PA 17011 Joint 7/20/94 Accrued Int. 90.58 45.29 Harris Savings Bank 04-00008856 Checking 2,381.12 1,190.56 Joint 6/16/92 Accrued Int. 90.50 45.25 635 N 12 Street 04-60-000229 savings 15,060.97 7,530.48 Lemoyne, PA Joint 6/16/92 Accrued Int. 41.28 20.46 PNC BANK 514011895 Checking 13,995.30 6,997.65 TWO PNC Plaza Joint 7/1/82 Accrued Int. 12.97 6.48 pittsburgh, PA 15222 Minus outstanding check II 3579 (10.00) ( 5.00) II II II II 3582 (286.54) (143.22) II II II II 3583 (4000.00) (2,000.00) II II II II 3584 (4000,00) (2.000.00) $ 26,537.88 $13,268.99 The following local banks were contacted and reported they had no accounts with the decedent. First Federal Of Harrisburg 234 N 2nd Street Harrisburg, PA Hamilton Bank (Core States) 3516 Market Street Camp Hill, PA Meridian Bank 1200 C H Mall camp! Hill. PA Fulton Bank P.O. Box 4887 Lancaster, PA PA National Bank & Trust 4231 Trindle Road Camp Hill, PA Farmers Trust One W. High Street Carlisle, PA Mellon Bank P.O. Box 7899 philadelphia Commerce Bank 100 Senate Avenue camp Hill, PA -~-:-.._---~-----''''"'._'*......-' INHERITANCB TAX RBTURN BXHIBIT P' . 4 ESTATE OF: Bthel B. Lamm SS It 185.36'5894 ITEM 4 . JOINTLY HELD FINANCIAL INSTRUMENTS ~ ~ Date Jt Descriotion Value i */Decedent BONDS 1. A 08/04/87 West Shore Hospital Auth Ser A Holy spirit Hospital Sisters Charity RO JJ &.500 01/01/2003 DTD 06/15/87 CALL 07/01/1997 100.00 Quantity: 10,000 bonds Date of Death $ ~: $105.322 = $ 10,532.20 50 $ 5,266.10 MUTUAL FUNDS Net Asset Value 2. A 06/30/92 AIM Equity Fund Weingarten Fund 26,830.91 50 13,415.46 3. A 07/06/92 Eaton Vance PA Tax Free Fund Mar. 31,290.30 50 15,645.15 4. 'A OS/23/86 1rst Australia Prime Income Fund 10,829.86 50 5,414.93 5. A 05/08/89 prudential Municipal Series Fund Pennsylvania Series: Class B 33,155.49 50 16,577.74 6. A 09/15/93 prudential Equity Fund: Class A 8,648.84 50 4,324.42 7. A 09/15/93 Prudential Utility Fund: Class B 4,822.15 50 2,411.08 8. A 08/19/88 Van Kampen Municipal Income Trust SHS Benefit Int 11.125.00 50 * 5.562,50 Mutual Fund Totals: ,U26.702.55 50 . 68.617.311 . Totals of Bonds and Mutual Funds: $137,234.75 . 73,883.48 As compiled and reported by Jack Spahr. Broker' prudential Securities ~~ , .- -' lIY,lSlD 11+ 11-171 .. COMMOHWfALfH O' 'IHHSYLYAHIA INNlIlTANCe fAI lnulN IUID.Hf OICIOIHf ISTATI 0' Ethel L. Lamm SCHEDULE G TRANSFERS PLEASE PR'NT OR TYPE fILl NUMBER SS , 185-36-5894 THIS SCHEDUUMUST BE COMPUTID AND fiLED" THI ANSWER TO ANY 0' THI QUlSnONS ON THIRIVERSI SIDI OPTHI COVIR SHin IS YIS, ITIM DESCRIPTION 0' PROPUTY TOTAL VAlUE DECD. DOLLAR VALUE EXCLUSION I~' 0' DECIDENT'S NUMIU ,ocWo..... 01".. 1rOft._, ",.;, ra/of;oftoloip .. <h<.-." dolo 0I1t..0I0,. 0' ASSET INTUIST 1 Dauphin Deposit Bsnk Checking Account , 0045585660 3000 2007.63 50% 1003.81 Joint Tenant: Linda L. Colbert 249 N 23rd Street Camp Hill, PA 17011 Date account opened is same as date it was made joint. June 14, 1995 TOTAL (AlIO .",., Oft IiM 7, RtcOpituloUOftI S -0- (I( mot. .pace is nHflefl, ;,n,tt addifionol all"" oI.oIM ,;".J I I i ~.'. I INHBRITANCB TAX RBTUIlN BXHIBIT H - 1 ESTATE or I Bthel B. Lamm SS .. 185-36-5894 ' SCHEDULE H, ITEM C - 7 COSTS or MAINTAINING PROPERTY 7. Snow Removal schedule H, Item C - 7 Amount $ 19.98 282.21 120.60 17.25 261. 54 56.16 75.00 . 832_74 Item Invoicing Company 1. sammons communication 2. UGt 3. Bell Telephone 4. PA-Amer Water Company 5. R.F. Fager Co. plumbing supplies 6. PP&L ~'''"I1..~t1I '*' (~""MOf ""H."...... .....f\lHC.IoU.n~ ....", 01(1""' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please P,lnl a, T e fill NUMB.R STATI 0' Ethel L. Lamm SS , 18S-36-S894 ITIM DISCRlrTlON AMOUNT NUMB.R I, unicipal Real Estate Taxes to January 30. 1996 $ 336.69 2. School Real Estate Taxes to Jsnuary 30. 1996 $ 662.41 3. er Capita Taxes, Camp Hill Bora $ S.OO 4. ersonal Taxes Csmp Hill School District $ 14.70 5. ninsured Medical Expenses $ Z501.22 6. Internal Revenue Taxes for * 1995 $ 1850.00 TOTAL (Also .nlar on linl 10, Racopitulallan) III moll 'Poco i. ...a,d, insarl oddaiana' ."..Is of .am. oil") $ 5370.02 INHBRITANCB TAX RBTURN BXHIBIT I -1 ESTATE OJ!' I Bthel B. Lamm SS # 185-36-5894 SCHEDULE I, ITEM 5 UNRBIMBURSED MEDICAL EXPENSES Item Doctor or service Amount $ 32.27 25.54 15.37 17.00 28.00 736.00 1128.00 87.60 10.44 21. 00 100.00 300.00 . 2,501.22 1. Dr. Conner 2. EKG ASSOC. 3. Dr. Sanford 4. Dr. woods 5. Dr. Jackson 6. Holy spirit Hospital 7. Harrisburq Polyclinic Hospital 8. A. Z. Ritzman AssoC. 9. Dr. Kilqore 10. Dr. sullivan 11. Medicare deductible 12. MD Blue Cross Blue Shield Deductible SCHBDULB I, ITBM 5 ","IJU.(U" SCHEDULE J BENEFICIARIES W (C)MMOHwUthl 01 JtHHsnVANIA ....tnMCI 'AI ,,""" IIIIMN' MeIM'" PILI NUMBIR IStATI O. SS , 185-36-5894 Ethel L. LallllD AMOUNt OR SHARI O. ISTATI naM NUMBIR NAMI AND ADDRUS O. BINIPlCIARV RILAtlONSHIP A. taaabll Baqu..lI: Camp Hill, PA Daughter 100 % " Linda L. Colbert 249 N 23rd St. ItEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNt OR SHARE O. ISTAR B. Charitable and Governmental Bequllts: l. tOtAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aba anla' on lin. 13, Ra<apilulatian) S (If mare .pacI I. noedad, In..rt additional .h.lla al lama .lr.1 j'J V'v'lf) (, .../ V RlV-1547 lX AFP (12-95)_ COMMONWEALTH Of PlHNS'tlVANIA IJ[PARTt€Nt r1F RlvtHU( auRf,W OF' INDIVIDUAl TAX[S DEP'. n0601 HARRlSIURG, PA 17121-0601 ACN 101 NOTICE OF INIIERITANCE TAX ' APPRAISENENT, ALLOWANCE OR OISALLOWANCE OF OEDUCTIONS AND ASSESSNENT OF TAX DAT! 08-19-96 FILl NO. COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTION OF TltIS FORN WITH YOUR TAX PAYNENT TO THE RECISTER OF WILLS, NAXE CHECX PAYABLE TO "REOISTER OF WILLS, ACENT" REMIT PAVMENT TO: DAT! OF D!ATM 01-30-96 WOODROW J COLBERT Z49 N 23RD ST CAMP HILL PA 17011 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 \ Anaunt Re.itted 1 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiV:iS4'i"EX-Ai'p-tfi:9SY-iiiificr-oF-YtiiirliifAti'CE-i"AX-WPRiiisEHiii'f;-ALLOiiANCE-OR'----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LAMM ETHEL L FILE NO. Zl 96-0189 ACN 101 DATE 08-19-96 TAX RETURN WAS. I X) ACCEPTED AS FILED I I CHANCED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Roal E.toto ISchodu10 A) ll) 2, stock. one! Bond. ISchodulo BI 121 5, Clo.01Y Hold Stock/portnorahlp Intoro.t ISchodulo CI 151 4, Nortgogoa/Noto. Rocolvoblo ISchedulo 01 141 5, CoahlBank Dopaalt./NI.c, por.onol Proporty ISchodulo EI 151 6, JointlY owned Proporty ISchodulo FI 161 7, Tronafora ISchodulo CI (7) I. Total .I.et, ,00' .00 .00 ,00 Z,353,OO 131,40Z,OO ,00 IBI 133.755,00 6.595,00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9, Funorol ExPonlo./Ada, Co.to/NI.c, Expon.o, ISchodulo HI 191 10, Dobt./Hortgogo Llobllltlo./Llon. ISchodulo II I1DI 11, Total Doductlon' 12. Net Valu. of Tax Return 13. Charitabl./Govern-antal Bequelts (Schedule J) 14. Not Value of E.tota Subjoct to Tax 5.370.00 1111 1121 (15) (14) 1,.q;;.1; nn 1Zl. 790,00 ,00 1Z1.790,OO If an assessMent was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figureS that includa the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS, Aoount of Llno 14 at Spou..l rota 1151 16, Aoount of Line 14 toxoblo at Llnoal/Clo.' A rota (16) 17. a.ount of Line 14 toxoblo at Collotorol/Clo" B rota 1171 1B, Principal Tox Duo ' TAX CREDITS: PAYNENT DATE 04-Z9-96 08~ 1Z-96 NOTEI .00 1Zl. 790.00 ,00 X ,00. X ,06. X ,15. llBI ,00 7,307,00 ,00 7.307.00 RECEIPT tMlBER AAllZ788 REFUND DISCOUNT It) INTEREST I-I 365,35 ,00 AII0UNT PAID 6.960,00 18,35- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL CUE 7.307,00 ,00 ,00 ,00 . IF PAID AFTER'DATE INDICATED. SEE REVERSE FOR CALCULATIDN DF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN tl, NO PAYNENT IS REQUIRED, IF TOTAL OUE IS REFLECTEO AS A "CREDIT" ICR). YOU NAY BE DUE A REFUND, SEE REVERSE SIDE DF THIS FORN FOR INSTRUCTIONS,I 'O- n..,) o 'l'; <: ,{ :,c- - ~ If) .- o t;! .,~.. " " ,~ ,,:.:: ~:; uU WLL a: 'u F' RESERVATiONI Elt.t.. 0' decedent. dying an or before Dec.-bar 12, 1982 -- If eny future Int.r..t In t~ I.tet. I. tren".rred In po.....lon or enJo~t to Cl... . (collat.r..' beneflclar." of t~ dec~t .,t.r t~ Ixplratlon of eny ..tat. 'or II'. or for y..r., ~ eo..onwealth ~reby expr...lv r...rv.. the right to ~r.l.. ~ ...... tren,f.r Inherltenca ,.M" at the l~ful el... . (collat.r..' rat. on eny such lutur. Int.r..t. P\IlPOU lW NOTlCEI To fulfill the requlr..-ntt of Section 21~a 01 the Inherltencl and E,t,t, T.. Act, Act IZ of 1991. 72 P.S. Section 2140. PAYltDfTI DetKh the top portion of thl. MoUe. end sublllt wlth your plyant to the ReIIlshr of WUie printed on the r.ver.. "eM. u...... cMck or MINIY order plyabl, tOI REGISTER OF HILLS" ADENT All PlyMntl recllved stwll flnt be 1IPP11ed to My Int.r..t which aar be ctu. .,Ith My r...lnder....11" ta ~ tllC. REflJ(D (aUt A raknl of . tlX credit, which was not r~.tltd on the hx Adurn, AY b. r.....ted by coepl.Ung ., "~l1c.Uon for Rafund of P~sylv.nl. lnherltenc.'~ E.tat. Tax" (REV-ISIS). Application. ar. avallabla at the Offlca of the Retlstar of Mill., eny of the 23 Ravenue District Offlca., or by calling the .peclal 24-hour enswerlng .arvlc. ~r' for for.. ord.rlngl In Penn.ylvenla 1-100.162-2050, out. Ida p~.ylvenl. Bnd within locsl Harrisburg .r.. (717) 717-8094, TOOl (717) 772-ZZ5Z (He.rlng I~alred Only). DlJECTIONSI Any party In Int.r..t not ..U.fled with the appr.Is....,t, .llowanc. or dl..llowanc. of deducUon., or ..........t of ts. (Including discount or Intar..t) s. shown on this Notlc. .u.t object within .I.ty (60) days of recalpt af thlt NoUce byr --written prot..t ta the PA o.psrt-.nt of R.v~, Bo.rd of Appe.l., Dept. Z81021, H.rrl,burg, PA 17IZI-IOZI, OR --.lllCUon to hw. the ..tt.r dtit.r.lned .t audlt of the .ccount of the pauOMI repr.sentatlv., OR __~I to the Orphan" Court. AIIIUN ISTAATIVE , CORRfCTIONSI Faotual .rrors dl.cov.red on thl. ......eent .hoUld b. addr...ed In writing tOI PA o.p.rtaent of R.v.nue, lur..u of Individual T...., ATTHI Po.t A......-nt R.vlew unit, O.pt. 280601, H.rrlsburg, PA 17128-0601 Phone (717) 717-6505." s.. PesttI S of the booklet ''In.trucUon. for Inher ltanc:. TaJC Raturn fo,. a R..ldent Decedent" (REV-1501) for en .xpl.netlon of ~lnl.tr.tlv.lY corractabl. .rrors. DISCOUNT I If eny taJC duA I. p.ld within thr.. (l) c.l.nd.,. .onth. aft.r the decedent'. d..th, . flv. percent (5%) dl.count of the t.x paid I. .llowed. PENALTVI The 15% taJC __.ty non-p.,.Uclpatlon penIIlty 11 cOllPUted on the tot.1 of the taJC and Intara.t ......ed, ~ not paid before Janu.ry II, 1996, the flr.t day .ft.r the and of the taJC eane.ty period. This non-pa,.tlclp.tlon penalty 11 ...,.alabla In the ... .....,.,. and In the the .... tla. period a. you would appGIl the tax end Intar..t that h.. bUn ......ed .. IndIcated on this notlc., INTERESTI Int.r..t I. charged beGInnIng with flr.t day of delinquency, 0,. nine (,) .onth. end one (1) day fr~ the data of ddth, to the d.t. of payHftt. Tax.. which bee.. d.llrM1'*'t before January 1, 198Z ball,. Intar..t .t the rat. af .he (0) percent pe,. aMU8 calwlatad at a dally rat. of .000164. All tax.. which bee.. dtlllnquant on ~ .fta,. January 1, 1'8Z will ba.r Int.r..t .t . r.ta which will vary froe calandar ya.r to cal~" yaa,. with that ,.at. announced by the PA Oepartaant af R.venue, The appllcabla Int.r..t rst.. for 1'82 through 1996 arar !!!! Inter..t Rat. Dally tntar..t Factor !!!r tnt.ralt Rata OaUy tntar..t F8Cto,. 198Z 20X .000541 1987 OX .000247 1985 I6X .DOO4S1 l'd-I991 IIX .00OSOl I'" IIX .OOOSOl 1992 'X .000247 I9IS UX .000356 1995-1'" n .0001'2 1'16 lOX .000214 1995-1996 OX .000247 uIntara.t I. calcul.ted a. fol1Otr1.1 INTEREST . BALANCE OF TAX UNPAIO X KUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc..l.1U8d .ftar the tSM becoaa. delinquent will ,.aflact anlntar..t calculstlon to flft.en (15) d.y. beyond the d.t. of the .........,t. If P8YHftt Is Ada .ft.,. the Intar..t COIlPUt.tlon data shaWl on the Notlca, addltlOftllI Intar..t MI.t be c.lcul.t~. PAYMDfT I DetKh the top portion af this Notlc. ~ lubIIl t ..lth your p.pent .~ p.y_l. to the n-. ~ Mdr... prlnt~ on the r.v.r.. "de., If AfllDEHT DEC[D[NT .... check 0" ~y ord.r p.yabl. tOI REGISTER OF WILLS, ACENT. If HQH-AUlDENT DECEDENT ..... chKk or IIOMY ord.r P.yable tal CottttONWEALTH OF PENNSYLVANIA. AU P')'HntJ rH.lved lhell be epplted flret to ....y Int.r.st Nhlch ..y be dull with MY ....Inde.. eppUed to the t... RU\JCD (CA)I A r.fWMS of . h. credit, which .... not requa.t.d on the fl. R.turn, ..y be reque.ted by cHIII.Ung .... "application fa.. A.fund of Penn.ylv....l. Inherlttnc. end E.t.t. Tax" (REV-ISIS). application. .r. IY.II_I. at the Offlc. of the A..l.t... of WIll., ....y af the ZS A.venue DI.trlct Offlc.. 0.. froe the o.,.rteent.s 24-hour InfWIrlno ..rvlc. nuebers for far.. orderlngl In Penn.ylv....l. 1-IOO-S62-20S0, out.ld. Penn.ylv....l. end ..1 thin local Her..labur. ar.. (717) 717-1094, TOO' (717) 772-2252 CH..rlng lapllred only). REPLY Tol Que.Uon. r...rdlnt arrore contained on thlt notice should be Mdr...ed tOI PA a.p...teent of R.venue, lur... of IndivIdual T...., ATTNI Po.t A.....want R.vl... unIt, Dept. 21D601, Herrlabur" PA 17121-0601, phone (717) 7I7-650S. DISCOUNTI If ...y tex dull It p.ld ..Ithln thr.. (S) c.lend.r IIOftth. .fh.. the decedent"s death, . flva percent (SXJ dl.cCM1t of the t.x p.ld Is allONed. ." PEMALTYI The 15~ t.x eanesty non-p.rtlclp.tlon penalty I. coeputed on the tot. 1 of the t.x and Int.r..t ......ed, end not' paid before January .1, 1996, the flr.t d.y .ft.r the end af the t.x .-ne.ty period. INTERESTr Int.r..t Is charged be8lmlnt ..lth fIrst stay af d.lInquency, ar nlM (,) aonth. and OM (1) dey fra tM dlt. of de.th, to the data of payeent. T.x.. Nhlch bee... del1nquent befora J....ry I, 1912 be.r Int.r..t at the rat. of .he (6~) percent per ~ calcul.ted .t . d.Uy rat. of .000164. All t.x.. Wllch bee... delinquent on and .ft.r January I, 1'" ..Ill bo.r Int.r..t It . r.t. Wllch ..Ill vsry fra calendlr y.... to c.l~r y..r ..Ith that ...t. announced by the Pi o.parteent of A.venue. The appllc_l. Int.r..t r.t.. for l'IZ through 1996 aral y.... Inhr..t A.t. Ollly Int.r..t Facto.. V..r Int.....t A.t. D.Uy Int.r..t Factor 1912 ..X .ODD~I 1911 'X .OOD24? 1.1S 162 .ODD4J1 19"'1"1 IIX .nlSal 1914 IU .DDOSOl 1992 'X .0DU41 1915 ISZ , ...55> 1..5-1.... 7X .000l'Z 1916 lOX .DDD274 1"5-1996 'X .000247 nlnt.r..t It c.lculsted .. follow" INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc. I.rued .ft.r the tex bac~. delInquent will r.fl.ct an Int.r..t c.lculatlon tD fifteen (151 days beyond the data of the '::a..~t. If P'YMnt .. .Ide .ft... tM Int.r..t cNPUt.Uon det. IhcMlIn on the Hotle., additional Int.r..t ...t be c.lcul.ted. BS 54~7060002000044 LAMM,ETHEL L**2821 YALE AVE**CAMP CURRE~T BAL 42.74 CREDIT LiMIT 9000 AVAILABLE CR 0 LST STMT BAL 42.74 PREV HIGH BAL 743 LAST PMT AMOUNT 228 LAST PMT DATE 02-26-96 AMOUNT DUE AMT DELINQUENT * DAYS DELINQUENT * TIMES 1 CYCLE * TIMES 2 CYCLES * TIMES 3 CYCLES RECOURSE FLAG CASH ADV OUT' CREDIT BUREAU FLAG CROSS REFERENCE 1 ~' HILL*PA*17011-5247*544706000200004 111 71 STATUS CODES INTIEXT DIE CYCLE CODE 12 OPEN DATE 05-93 EXPIRATION DATE 05-97E PLASTICS It 01 TYPE 11 LAST MONETARY 06-02-96 S LAST NONMON 10-27-96 029 HOME PHONE WORK PHONE SOC SEC It 1 CHECKING 002001 SAVINGS ANNUAL CHARGE CREDIT LINE . 43 DISPUTES 0 0 0 FIXED PAY AMT 42 AUTH FLAG PIN TRIES 0 RENEWAL CODE 4 201 OVERLIMIT HISTORY 0 USER FLAGS 1 TERMS LEVEL 6 SPECIAL FLAGS o HISTORY 6543 C101 1QQQ MISC F 4 REAGE COUNTER 00 MONTHS GROSS AC N STATUS CODE CHG 07-29-96 DELQ SCENARIO o AUTO PAYMENT FLAG 0 SCORE: BH 00 1 YTD INTEREST 7.74 CREDIT LIFE 0 I 0000000000000000 2 5408234011202738 3 000000 PNC BANK IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION In Re: Estate of Ethel Lumm No. 21-96-189 RELEASE OF CLAIM To the Clerk of Courts, Orphans Court Division Court of Common Pleas of Cumberlund County, Pennsylvunia Please enter the Release of Claim, us set forth below, on the official records of the above captioned estate. The undersigned, being a creditor of the above captioned estate, does hereby withdraw the claim in the amount of $42.33 for PNC Bank credit card number 5447060002000044. PNC Bank \",-.,' \ By: ~J j~ Address: PKt. ~ 'l'lIO ~'\" ~Z..J ~uJ- I'....bt\, Qt, 1~\'2..~ NOTAR .G"..,rnl\l~I'Iy" . ~eso"," ~ ,nn,"'d """,uu. 1:1, i:~~J 0\ 3~ - .~. o(/) .- lll'"= D- o , 83 0 .f;)U . O~. ~ C' ....0 .... c~"O 1:)"- ffi ,: n. III \-~~Q oVo LI- (16 --.-- 001 ~...Q OQl P\ "CE &!a: ~8 "'. .._:~ tf:,~-,." . ,- .. .. ~ . ; STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~th,/ L .:iln'7ff1 Date of Death: 01/,36/9' cJ6-/c?9 Will No. Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representativ~ state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: ~/-,,/ aD . - cO ~~ r;l '0$ cO g: C)~ c:: :,8 :~ ..... c.) 0 ~ -0 -o~ ~ ~ QOJ .-.~ cUi ,m II ~ ~! (HAH:rmflAH3) ~~d_~. Slgnature Ii' _Woody".... ~I ("6Ib'C.~t Name (Please type or print) .J..Li 1 .AI .;13r J .j t, Address (7/7) 7~/-o-'.5"tfi Te 1. No, Capacity: ~rsonal Representative Counsel for personal representative ---..--.......... --- .- ~_,.f_,} I 8110 wish 10 receive tile following aervlce.llor an .xtra ,..): 1. 0 Add......'. Addrf8I 2, 0 R..trtcted DIlIv8CY ~t~.rlorl... .... MId. Numb8' 2- .33;Z- ~~3- ,~lJ> 4b. S.rvIce Type o RIlII.t.red ~Certlfted o Exprest Mall 0 Insured o R8\IIllR8c8llllIort.len:hll'd18 0 COO 7. o.t. of 08IIV8CY .. t . .~.;....I~I...---. .~_S,o.ond,",. ,._."....... ond addlWO....... __ 01"""'10 ",",'" can...urn \tit -..- .MOdI" ..........."""'01.... moiIPOCO,......... _w _ - nol . .=-_~--".......moJpIoCO_....IIIidO- to .::=f\OCIlpl.........._....IIIidO- ond....- \& 3.' 10: * ~ WOODROW ~. COI.B&T' 24C\ N. l.3itD or. j CPcmP HlI_L, PA. \1DlI By: (Prfnl Namel B, Addr.-" Addr." (0IlIy II iiqcMIed and /88 Is paldl 1 B. .. X 1 , , PSForm3811,~rl994 .'f! ~~<!W Domest c etum Receipt -~--_.--_.__.... :-:.. '.-- "11 .-. -- ..-.. "'--- -- . .--....-_.. I '. .-.... . " Z 332 M3 1'16 - CeItifiodF.. SpodoI 0tII'I0I'/ F.. RoslJided 0tII'I0I'/ F.. ~_I\OCGlllShCJW\lllIo .... Whom & Oate eelvlfed ~ -~-,,- :t DolI,IMol'_~Moba 8 TOTAL posugo &F..' $ co C') pos~ OfOlte E '" en Q. ~","~"--- ' '~. 'l . ; .. . . \ ~. '... ". '- . /.' . .';'j. . " ...\. ~ . ,'" c' \ , \ ( ~ " r. . . ,- t ri . '-.J ; '. ..... l~.., t " f'.)- ...... .. ". '. 'Q ..... 1 r ., \ t . " " .. . I".f /' .. . . , ~.,,'" !, of' ,~. ;. . .1 I ~. . , , \. -. y,' \ .' ~, :< ,."'. 'f - -.-- ..- _..,.",..,... ---,J- -'~..;- ~ - - " _d' . . JRD/June 30, 1992/17858' FEe 1 4 2001). ,/ I\v. In Re: Estate of E'l'HEL L. r./'Mol Late of CNo1P HILL OOrux:;H Estate No.: 21.1996-189 ORPHANS' COURT DIVISION, COURT OF COMMON PLEAS OF CUMBERLAND COUNfY PENNSYLVANIA No. 1996.189 NonCE OF FAILURE TO FILE SfATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: WOOD~ J. roLBERI' Counsel for Personal Representative: Date of Decedent's Death: 1.30.1996 Date of Delinquency Notice: 12-17-1999 The undersigned, Mary C, Lewis, Register of Wills. in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or Its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on l'.17.1QQq ,19_, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~C~) ~ VI11/h1l11lf\..L. Date: 2-14..2000 '/U.A.._ ~~ Mary C Le s, Register or Wills Distribution: Personal Representative Counsel for Personal Representative Estate File A 1lEl\Rtt-lJ IS SrnEOOLED FlJR /J ~,.;;g ~Al' y?'1.tIJ/._ IF;, IN o:xJRI'OOCM NO.3. IF THE S1(~ REroRI' IS 1'ILED PlUOR 1\) THE HEMING DATE, THE IlEl\RtNG WILL At.m:MlITICALLY BE ClIN'::ELL .